Together We can create a plan for the future you want
Danielle Guerra
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Wealth Strategist (CWS)
317-816-1842
321-246-5813
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
At the end of the day, it’s not just about wealth. It’s about what it can accomplish: Expressing your values, supporting the things you care about and ultimately living a life you’re proud to lead.
I can work with you to help uncover what’s most important to you. Then we can organize your financial life in a way that makes the most of your wealth to help you pursue what matters most. This structure helps you clearly understand where your money is—and why. And the plan we create together, can help you pursue what matters most for today, tomorrow and for generations to come.
My perspectives
Insights